UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,274
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$512M
3
+$296M
4
SU icon
Suncor Energy
SU
+$289M
5
CVX icon
Chevron
CVX
+$285M

Top Sells

1
+$776M
2
+$559M
3
+$521M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$457M
5
AER icon
AerCap
AER
+$329M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.15%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2.79M ﹤0.01%
64,841
+56,327
2052
$2.78M ﹤0.01%
69,253
+21,902
2053
$2.77M ﹤0.01%
53,923
-9,264
2054
$2.77M ﹤0.01%
22,175
+2,807
2055
$2.77M ﹤0.01%
104,305
-18,843
2056
$2.77M ﹤0.01%
132,575
+7,610
2057
$2.77M ﹤0.01%
42,208
+4,080
2058
$2.76M ﹤0.01%
307,558
+147,671
2059
$2.75M ﹤0.01%
209,939
+75,688
2060
$2.75M ﹤0.01%
60,519
-7,748
2061
$2.75M ﹤0.01%
198,684
-279,284
2062
$2.75M ﹤0.01%
73,784
-93,533
2063
$2.74M ﹤0.01%
120,263
-1,694
2064
$2.74M ﹤0.01%
150,055
-51,258
2065
$2.73M ﹤0.01%
252,556
-13,333
2066
$2.73M ﹤0.01%
288,868
-83,838
2067
$2.73M ﹤0.01%
79,377
-104,105
2068
$2.73M ﹤0.01%
85,076
+6,094
2069
$2.72M ﹤0.01%
+120,696
2070
$2.72M ﹤0.01%
243,630
+51,967
2071
$2.72M ﹤0.01%
306,459
+300,950
2072
$2.71M ﹤0.01%
287,586
-22,567
2073
$2.71M ﹤0.01%
144,597
+139,439
2074
$2.71M ﹤0.01%
31,796
-2,202
2075
$2.71M ﹤0.01%
45,587
+20,700
81 82
83
84 85